Investment Associate

4 weeks ago

Vancouver, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will play a key role in providing exceptional client service and supporting the Investment Counsellor in delivering high-quality investment solutions.

Key Responsibilities
  • Identify and resolve client inquiries and administrative errors in a timely and professional manner.
  • Provide administrative support to the Investment Counsellor and other team members, ensuring seamless day-to-day operations.
  • Process trades accurately and efficiently, meeting tight deadlines and maintaining high levels of accuracy.
  • Manage client account openings, documentation, and cash flows, ensuring compliance with regulatory requirements.
  • Maintain accurate records and files, and attend client meetings as required.
  • Proactively assist with client management of appointments and scheduled meetings/calls.
  • Stay up-to-date with RBC policies and procedures, ensuring adherence to regulatory requirements.
  • Collaborate with other team members to strengthen cross-business working relationships.
Requirements
  • Minimum 2 years' experience in a similar role in the investment industry.
  • Advanced proficiency in MS Office (Excel, Word, PowerPoint).
  • Ability to work under high pressure and meet tight deadlines.
What We Offer

We offer a competitive salary range of $41,000 - $60,000, depending on experience, skills, and registration status. You also have the potential to earn more through our robust discretionary bonus program, provided the business meets its performance targets and you meet your individual goals.

We value diversity and inclusion, and are committed to building an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

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